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Welltower
WELL

Overview Fund Activity

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$796M
2
Deutsche Bank
Deutsche Bank
Germany
+$286M
3
Invesco
Invesco
Georgia
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$112M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$84.3M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$231M
2
ZP
Zimmer Partners
New York
-$219M
3
BC
Brookfield Corp
Ontario, Canada
-$80.2M
4
SO
STRS Ohio
Ohio
-$46.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LM
276
Lincluden Management
Ontario, Canada
$1.96M -$897K -12,511 -31%
CGH
277
Crossmark Global Holdings
Texas
$1.95M +$18.1K +253 +0.9%
OAM
278
Ostrum Asset Management
France
$1.95M +$1.95M +27,200 New
Corient Private Wealth
279
Corient Private Wealth
Florida
$1.94M +$880K +12,261 +83%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$1.92M +$59.6K +831 +3%
CB
281
Commerce Bank
Missouri
$1.86M +$8.67K +121 +0.5%
PAG
282
Private Advisor Group
New Jersey
$1.84M -$103K -1,443 -5%
ECA
283
Endeavour Capital Advisors
Connecticut
$1.82M -$2.45M -34,232 -57%
PS
284
Pensionfund Sabic
Netherlands
$1.81M – – –
CA
285
Commerzbank Aktiengesellschaft
Germany
$1.8M +$40.7K +568 +2%
UCFA
286
United Capital Financial Advisors
Texas
$1.78M -$388K -5,410 -18%
DEA
287
DoubleLine ETF Adviser
Florida
$1.7M +$198K +2,757 +13%
Baird Financial Group
288
Baird Financial Group
Wisconsin
$1.7M +$20.5K +286 +1%
Wolverine Trading
289
Wolverine Trading
Illinois
$1.7M +$1.7M +23,894 New
DCM
290
Dupont Capital Management
Delaware
$1.68M -$371K -5,176 -18%
AM
291
AGF Management
Ontario, Canada
$1.68M +$485K +6,762 +41%
BPA
292
Beacon Pointe Advisors
California
$1.67M +$95.1K +1,326 +6%
FC
293
Forte Capital
New York
$1.67M -$16.5K -230 -1%
AWM
294
Avitas Wealth Management
California
$1.63M -$16.7K -233 -1%
MCM
295
MAI Capital Management
Ohio
$1.63M +$18.4K +256 +1%
CIA
296
Capital Investment Advisors
Georgia
$1.62M -$36.1K -503 -2%
MGP
297
Metis Global Partners
California
$1.61M +$214K +2,985 +15%
SLI
298
Sumitomo Life Insurance
Japan
$1.6M -$11.8K -164 -0.7%
RJT
299
Raymond James Trust
Florida
$1.57M +$219K +3,053 +16%
ONSWM
300
Old North State Wealth Management
North Carolina
$1.57M +$203K +2,824 +15%
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